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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,619 | $129,737-33.2% | $119,126-27.3% | $154,746-44.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.83% | 379.08%-373.3pp | 282.11%-276.3pp | 172.34%-166.5pp |
| Employer contribution / active EE | $2,637 | $4,375-39.7% | $4,034-34.6% | $4,379-39.8% |
| Participant deferral / active EE | $9,623 | $5,842+64.7% | $5,318+81.0% | $6,730+43.0% |
| Admin fee / account holder | $7,139 | $11,961-40.3% | $10,693-33.2% | $14,365-50.3% |